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Sarah Elizabeth Arthur

Valeo Financial Advisors, LLC

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About Sarah Elizabeth Arthur

Sarah Elizabeth Arthur is a financial advisor with Valeo Financial Advisors, LLC. She has been in the industry for 8 years and is registered in Indiana. Sarah holds the Series 7, Series 66 and SIE licenses and is a Certified Financial Planner. Sarah has experience working with clients in a variety of capacities, including corporations, individuals, charitable organizations and pooled investment vehicles.

Firm Information

Sarah Arthur is currently registered with Valeo Financial Advisors, LLC. Valeo Financial Advisors, LLC is an investment advisor based in Carmel, Indiana. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Valeo Financial Advisors, LLC has approximately $8.9 billion in regulatory assets under management.
Valeo Financial Advisors, LLC

10 W. CARMEL DR STE 400

CARMEL, IN 46032-3357

$8.94B

Assets Under Management

Not reported

Total Clients

88

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of client net worth

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Sarah Arthur’s Registration & Firm History

IN

07/19/2021 - Present

Valeo Financial Advisors, LLC (CARMEL IN)

CA

03/02/2018 - 07/24/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Manhattan Bch CA)

CA

08/05/2013 - 02/23/2018

AMERIPRISE FINANCIAL SERVICES, INC. (TORRANCE CA)

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Licenses & Designations

BOTH

Issued 09/14/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sarah Elizabeth Arthur.
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